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SYSTM Wealth Solutions’s Union Pacific UNP Stock Holding History

SYSTM Wealth Solutions’s Portfolio UNP Stock Details UNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,247
Closed -$282K – 603
2024
Q2 		$282K Buy
1,247
+42
+3% +$9.84K 0.06% 176
2024
Q1 		$296K Buy
1,205
+1
+0.1% +$246 0.04% 349
2023
Q4 		$296K Buy
+1,204
New +$265K 0.04% 328
2023
Q3 		– Sell
-1,045
Closed -$214K – 494
2023
Q2 		$214K Buy
+1,045
New +$208K 0.03% 446
2023
Q1 		– Sell
-5,705
Closed -$1.18M – 528
2022
Q4 		$1.18M Buy
+5,705
New +$1.17M 0.15% 180

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SYSTM Wealth Solutions's UNP Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Union Pacific (UNP) in Q3 2024, closing a stake of 1,247 shares — an estimated $282K sold.

SYSTM Wealth Solutions first reported a position in UNP in Q4 2022 and held it in 5 quarters. The position peaked at $1.18M in Q4 2022. 2,606 funds tracked by Wall St. Rank hold UNP as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Union Pacific position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 1,247 Union Pacific shares in Q3 2024, an estimated $282K.
  • SYSTM Wealth Solutions first reported a position in Union Pacific in Q4 2022 and held it in 5 quarters.
  • SYSTM Wealth Solutions's Union Pacific position peaked at $1.18M in Q4 2022.
  • 2,606 funds tracked by Wall St. Rank held Union Pacific as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.